Case Study: Global Systemically Important Bank achieves faster, controlled CCAR reporting with Workiva

GSIB Uses Workiva to Link CCAR Data, Gain Control

A global systemically important bank (GSIB) faced a time-consuming, high‑risk CCAR process: updating a 300‑page capital plan multiple times to hit target ratios, while enabling broad collaboration but restricting access to confidential supervisory information to only about a dozen people. The team needed automated data linking to avoid manual number changes and page‑level permission controls to protect sensitive data.

The bank adopted Workiva—already vetted for SEC reporting—to link data across documents and lock down access by page. The platform was implemented in a week and a half, with links created in under two days, enabling automated sign‑offs and attestations, shaving days off the process and allowing the team to deliver CCAR to the CFO a week early; the bank has since expanded Workiva to other regulatory reporting areas.